RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Donald H. Freimark Cfa, LLC

AUM $3.1MTEAM 1REPS 1

Skipjack Financial

AUM $3.1MTEAM 1REPS 1

Red Haven Advisors, LLC

AUM $3.1MTEAM 1REPS 1

SCM Investment Services

Lake Elmo, MN

AUM $3.1MTEAM 1REPS 1

Wealthface LLC

Al Maryah Island Abu Dhabi

AUM $3.1MTEAM 1REPS 1

Geddi Capital LLC

AUM $3.1MTEAM 2REPS 1

Salt Capital Wealth Management, LLC

Ladera Ranch, CA

AUM $3.1MTEAM 1REPS 2

Shetland Financial, Pllc

Center Valley, PA

AUM $3.1MTEAM 2REPS 1

Hunjo LLC

Westport, CT

AUM $3.1MTEAM 1REPS 1

Ronald J. Iannucci Cfp

Woodbury, CT

AUM $3.1MTEAM 1REPS 1

Bullbear Investment Management, LLC

Los Angeles, CA

AUM $3.1MTEAM 1REPS 1

Walker Capital Partners, LLC

Bedford, NH

AUM $3.1MTEAM 2REPS 2

LTC Wealth Management, LLC

AUM $3.1MTEAM 1REPS 1

Modica Financial Services

Lebanon, TN

AUM $3.1MTEAM 1REPS 1

Challenge Everything Financial LLC

Lenexa, KS

AUM $3.1MTEAM 1REPS 1

Mahalo Advisory Services, LLC

AUM $3.1MTEAM 1REPS 2

Islands East Advisors

Chester, MD

AUM $3.1MTEAM 1REPS 1

D.A. Schwenker & AssoC.'s, Inc.

Pagosa Springs, CO

AUM $3.1MTEAM 1REPS 1

Convexity Investments LLC

AUM $3.1MTEAM 1REPS 1

KNA Capital

AUM $3.1MTEAM 1REPS 1

Shaffer Asset Management, Inc.

AUM $3.1MTEAM 1REPS 1

Agnew Capital Management LLC

AUM $3.1MTEAM 1REPS 1

AFC Wealth Management

Encino, CA

AUM $3.1MTEAM 2REPS 1

Paolo Bernardi Advisor

AUM $3.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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